Client Services Associate

Be the Operational Heart of the Client Experience. Our client is seeking a Client Service Associate (CSA) who will play a critical role in supporting both client experience and daily operations. This position serves as a central coordination point between clients, accountants, and leadership to ensure projects remain organized, deadlines are met, and communication remains seamless.

This is not a traditional administrative role. The CSA is responsible for workflow coordination, client communication, deadline tracking, and process execution in a fast-paced, deadline-driven professional services environment. The ideal candidate is organized, proactive, dependable, and detail-oriented.

Key Responsibilities

Client Support & Communication

• Serve as a primary point of contact for client communication and support
• Assist clients with document collection, portal access, e-signatures, and deliverables
• Monitor outstanding items and follow up proactively
• Provide professional, responsive, and client-focused service
• Maintain clear communication and manage client expectations throughout engagements

Workflow & Project Coordination

• Coordinate client projects from intake through completion
• Track deadlines, workflow status, and outstanding items to ensure timely delivery
• Support internal team members with project coordination
• Identify bottlenecks, communication gaps, and operational risks; escalate or resolve as needed
• Assist with processing, filing coordination, e-signature tracking, and final delivery procedures

Team & Process Support

• Maintain accurate documentation within internal systems
• Assist with accounts receivable and administrative tasks as needed
• Collaborate with team members during both standard operations and peak busy seasons

What Success Looks Like

• Clients receive timely, professional, and clear communication
• Projects remain organized, visible, and on track
• Follow-ups and deadlines are proactively managed
• Team members can rely on accurate coordination and documentation

Qualifications

• Experience with workflow systems, CRM platforms, project tracking tools, and document management software
• Strong organizational and time management skills
• Excellent written and verbal communication abilities
• High attention to detail and follow-through
• Professionalism, sound judgment, and problem-solving skills
• Ability to manage multiple priorities independently and collaboratively
• Prior experience in public accounting, tax, financial services, legal, or other professional services environments preferred

Compensation & Benefits

Compensation

• Competitive base compensation based on experience
• Performance and referral bonus opportunities
• Bonus Programs
• Overtime-equivalent bonus for hours worked above standard thresholds (paid monthly)
• Client referral bonus (percentage of collections over multiple years)
• Employee referral bonus after successful onboarding period

Time Off

• Generous PTO program including vacation and sick time
• Paid holidays aligned with key industry deadlines
• Flex time options for personal appointments
• Seasonal half-day Fridays during summer months

Benefits (Effective First of Month Following Hire)

• 100% employer-paid medical, dental, and vision coverage for employees
• Disability coverage and family medical leave support
• Optional life and additional insurance plans
• 401(k) with employer match
• Professional development support, including certification reimbursement and continuing education
• Technology and equipment provided for both in-office and remote work
• Monthly cell phone reimbursement
• Employee recognition and rewards program
• Access to advanced industry tools and resources, including AI platforms